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SMVLX vs VIVAX
SMVLX vs VIVAX Comparison
Open Charts SMVLX vs VIVAX
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SMVLX vs VIVAX Comparison Chart in %
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SMVLX vs. VIVAX commentary
Jul 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SMVLX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SMVLX (4.56B). VIVAX pays higher dividends than SMVLX: VIVAX (2.06) vs SMVLX (1.15). SMVLX was incepted earlier than VIVAX: SMVLX (18 years) vs VIVAX (33 years). SMVLX (1.22) is less costly to investors than VIVAX (0.17). SMVLX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (9.00). SMVLX (3000) and VIVAX (3000) have matching initial minimum investment requirements. VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. SMVLX (-5.22). SMVLX return over 5 years is better than : 86.90 vs. VIVAX (74.87).
| SMVLX | VIVAX | SMVLX / VIVAX | |
| Total Expense Ratio | 1.22 | 0.17 | 718% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | -0.619 | 6.724 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 195B | 2% |
| Annual Yield % from dividends | 1.15 | 2.06 | 56% |
| Returns for 1 year | -5.22 | 9.76 | -53% |
| Returns for 3 years | 27.08 | 34.31 | 79% |
| Returns for 5 years | 86.90 | 74.87 | 116% |
| Returns for 10 years | 100.21 | 116.32 | 86% |
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